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Federated Hermes Strategic Value Dividend Fund Institutional Shares (SVAIX)

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6.30 +0.01    +0.16%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Federated
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 4.98B
Federated Strategic Value Dividend Instl 6.30 +0.01 +0.16%

Federated Hermes Strategic Value Dividend Fund Institutional Shares Overview

 
On this page you'll find an in-depth profile of Federated Hermes Strategic Value Dividend Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of SVAIX among other information.
Category

Large Value

Total Assets

4.98B

Expenses

0.80%

Inception Date

Mar 30, 2005

Investment Strategy

The investment seeks income and long-term capital appreciation. The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Adviser’s security selection process involves prioritizing stocks based on attractive combinations of dividend yield and dividend growth potential over time following review of appropriate fundamental criteria, including, but not limited to, balance sheet strength, earnings growth, and cash flow durability. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

Contact Information

Address 4000 Ericsson Drive
Warrendale,PA 15086-7561
United States
Phone +1 8003417400

Top Executives

Name Title Since Until
Jared S. Hoff VP, Portfolio Manager 2019 Now
Biography Jared Hoff, Vice President, Senior Portfolio Manager. Responsible for portfolio management and research on the Strategic Value Dividend Team. Previous associations: Adjunct Professor of Graduate Finance at Duquesne University; Fed Funds/Eurodollars Trader, PNC Bank; Investment Analyst, Mergers & Acquisitions Analyst, Federated Hermes. Delegate, 2011 World Affairs Council Benchmarking Trip to Europe. B.S., Duquesne University; M.B.A., Carnegie Mellon University. Professional affiliations: Member, Duquesne University Investment Center Advisory Council. Joined Federated Hermes 2000.
Michael R. Tucker Senior Vice President, Portfolio Manager 2019 Now
Biography Michael Tucker, Senior Vice President, Senior Portfolio Manager. Responsible for portfolio management and research on the Strategic Value Dividend Team. Previous associations: Portfolio Manager, Technology Fund, Senior Investment Analyst; Research Assistant, Federated Hermes. B.S., M.S.I.A., Carnegie Mellon University. Joined Federated Hermes 1993.
Deborah D. Bickerstaff Senior Vice President 2013 Now
Biography Deborah D. Bickerstaff is a Senior Vice President and Portfolio Manager of Federated Equity Management Company of Pennsylvania. Ms. Bickerstaff joined FHI in July 1996. Previously, Ms. Bickerstaff held various positions with FHI subsidiary companies including: Associate Portfolio Manager, Senior Analyst, Performance Attribution and Risk Management; Senior Financial Analyst, Fund Treasury, and Senior Fund Controller, Client Financial Services. Ms. Bickerstaff received her Bachelor of Science from La Roche College. Ms. Bickerstaff has 25 years of investment experience.
Daniel Peris Senior Portfolio Manager 2006 Now
Biography Daniel Peris, CFA, is a Senior Vice President and Senior Portfolio Manager of FEMCOPA. Mr. Peris joined FHI in August 2002. Previously, Mr. Peris worked at Argus Research Corp., New York and Absolut Invest, Moscow. Mr. Peris earned his Bachelor of Arts from Williams College, his Master of Philosophy from Oxford University and his Ph.D. from the University of Illinois. Mr. Peris has 22 years of investment experience.
Walter C. Bean Senior Portfolio Manager 2005 2015
Biography Mr. Bean is a Senior Vice President, Senior Portfolio Manager and the Head of the Strategic Value Team of Federated Equity Management Company of Pennsylvania. Mr. Bean joined Federated in 2000. His previous associations included: various investment management and research positions with C.S. McKee & Company, First Chicago Investment Advisors, CIGNA Investment Advisors and Mellon Bank. Mr. Bean earned a Bachelor's Degree in Business Administration from Ohio University and an M.B.A. from the Pennsylvania State University.
John L. Nichol Chief Investment Officer 2005 2006
Biography A senior investment executive with 27+ years of success integrating fundamental analysis, quantitative research, technical, and derivative management strategies to meet portfolio management objective, risk, and performance goals. Prior to joining Fundamentum, John worked for Equity Bank Trust & Wealth Management, Federated Hermes, Inc., Public Employees Retirement System of Ohio, and the U.S. Department of Treasury – Office of Thrift Supervision. He has been in the investment industry since 1992, including 19 with Federated Hermes Inc. where he has been both a securities analyst, senior portfolio manager, and Growth & Income Group Head. He is a graduate of The Ohio State University with a Bachelor’s degree in Finance and Economics and received his MBA from The Ohio State University in 1992. John holds the Chartered Financial Analyst (CFA) designation.
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